Plan5500

Orwell, OH Form 5500 retirement and benefit plan filings

City Form 5500 summary

According to public Form 5500 filings published through the U.S. Department of Labor (DOL) Employee Benefits Security Administration (EBSA) via the EFAST2 system, Orwell, OH has 3 loaded benefit plan(s) reported by 3 plan sponsor(s), with $3,746,229 in total reported end-of-year plan assets across loaded filings. The latest loaded Form 5500 filing year is 2023.

Loaded plans
3
Plan sponsors
3
Latest filing year
2023

What stands out in Orwell

  • 3 loaded plans hold $3.7M in reported assets across 3 sponsors.
  • The largest, Welded Tubes, Inc. Retirement And 401(K) Plan, holds 93% of reported Orwell plan assets.
  • Plans cover 67 participants — about 22 per plan.
  • 100% of loaded plans report full Schedule H/I financial statements.
  • report Schedule C provider compensation.
Aggregate financials · 2023

Reported financial aggregate

Total reported net assets$3.7MSummed across loaded plans$3,746,229
Total reported assets$3.7M$3,746,229
Total reported participants67
Total reported liabilities$0

Reported net position

Reported assets = net assets + liabilities (summed)$3.7M total assets
Net assets$3.7MLiabilities$0
Contributions & income
Employer contributions$177
Participant contributions$0
Total income / additions$852.2K
Expenses & distributions
Benefits paid / distributions$740.7K
Total expenses$745.1K
Net increase / (decrease)$107K

Data coverage

Plans with financial statements3 / 3 (100%)
Plans with provider compensation0 / 3 ()

Totals sum the latest loaded 2023 public Form 5500 filing per plan for Orwell, OH plans — one filing per plan, so multiple years are never double-counted. Figures are reported values from loaded Schedule H / I (and Schedule C for provider compensation); fields a plan did not report are treated as missing, not zero. These are not audited or official totals.

Computed from loaded plans

Orwell market comparison

Largest plan share of assets93%Welded Tubes, Inc. Retirement And 401(K) Plan
Participants per plan22Average across loaded plans
Plan sponsors3
Ranked by reported assets

Largest loaded plans in Orwell

Bars show each plan's reported end-of-year assets relative to the largest.

  1. 1
    Welded Tubes, Inc. Retirement And 401(K) Plan$3.5M
    Welded Tubes, Inc. · 2023
  2. 2
    Ohio Precision Mfg Corp. 401(K) Plan$280.6K
    Ohio Precision Mfg Corp. · 2023
  3. 3
    Choice Child Care And Preschool Madison, Inc. 401(K) Plan$0
    Choice Child Care And Preschool Madison, Inc. · 2023

Largest plans in Orwell → · Orwell plans by participants → · Orwell plans with financial data → · Orwell plans with provider compensation → · $1B+ plans in Orwell →

What to inspect next

Frequently asked questions

How many Form 5500 benefit plans are loaded for Orwell, OH?
3 plan(s) reported by 3 sponsor(s) are loaded for Orwell, OH.

Related Form 5500 pages